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Basic workflow automation using addition of notes to Wunderlist, Basic Entry into Excel and Word, and Creating Files and Folders in my File Explorer

$250-750 USD

Closed
Posted over 5 years ago

$250-750 USD

Paid on delivery
I work with many clients. More clients = more money. Don't want to sacrifice client service but am short on time due to client volume. Need to streamline daily workflow. Example of things that are essentially automaitic processes that I do by hand. 1. I get an email with a new client contact. 2. I email that client using HubSpot template. 3. I enter that client's name into Excel Sheet used for tracking all clients, along with some other basic data. 4. I enter that client into Wunderlist as a note to work on their project and assign it to myself or my contractor/employee. 5. I create a folder for that client in my Clients folder. 6. I create a Notes Word document for that client, named "NOTES for Client Name" within their folder. 7. I copy an excel document used for tracking client progress into their folder and name it "Client Name Progress" 8. I open that excel doc and enter their name in the same cell every time. 9. I save and close. It's a pain and I'd like to have it automated.
Project ID: 18287913

About the project

26 proposals
Remote project
Active 5 yrs ago

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26 freelancers are bidding on average $435 USD for this job
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Hi I am certified for Microsoft Office, Microsoft Excel, Word and Access. I am good command over data management in Excel Dashboard, Spreadsheet as well as in Microsoft Access Database. I have 15 years’ experience to handle Databases as well as I have completed many projects and my profile feedback section is showing my abilities and client recommendations. So, you can Trust me for a Best output with complete satisfaction. Your work will be delivered on time and after checking when you completely satisfied then you can release money. You can see a great level of communication level and customer support. Looking forward for great business deal and good start for future relations.
$250 USD in 10 days
4.9 (837 reviews)
8.6
8.6
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I am expert who understands the value of time. I pride myself in my attention to detail. I am very hard working and aim to deliver in less time than quoted. I want to make you, my employer happy without changing my bid or playing games. If you are looking for a true Freelancer, I am the Right person for you. I am available almost 24-7 and am very responsive. I feel proud that I am a trusted Freelancer who pleases almost every single client. You can rest assure, your work will be delivered well in advance of others, with passion and accuracy. I guarantee you instant communication & responses when you need me. Why choose me? I think every client is the reason for my success. I only take projects which I am sure I can do quickly and at my FIRST BID. I promise to deliver 100% Satisfaction.I have more than 5 year of experience in Data Entry, Excel, Microsoft, Windows Desktop, Word. Please ping me for more discussion.
$600 USD in 10 days
4.9 (551 reviews)
8.4
8.4
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Hello? How are you? I have good experiences in "Basic workflow automation using addition of notes to Wunderlist, Basic Entry into Excel and Word, and Creating Files and Folders in my File Explorer" as you can see my profile for these (Data Entry, Excel, Microsoft, Windows Desktop, Word). I have been working for 7 yrs in this scope. While we contract and work in our jobs, I will get paid once you have confirmed satisfied result. If I do not deliver satisfied result, I will never get paid from you. We can discuss more details to understand more easily if you have other infos. Hope to work with you. Thank you.
$555 USD in 3 days
4.9 (108 reviews)
6.8
6.8
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Hello, I have read what you exactly need. I have a great expertise in Data Entry, Excel, Microsoft, Windows Desktop, Word . Please feel free to ping me anytime so we can discuss budget and timeline. Thank you.
$555 USD in 10 days
5.0 (8 reviews)
6.0
6.0
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Hello, I have done a project related to workflow. In that project, it checks special words in the email and if it exists, it sends text and another email. Also it saves the log file into an Excel file. So it seems that it is possible to do your work. We can discuss about the details if you wants. Mehrzad
$500 USD in 5 days
5.0 (41 reviews)
5.6
5.6
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Hi, I have over five years experience in automating tasks on Windows with Powershell. I can do this job. What email client are you using? Does it have the ability to trigger some kind of action upon receiving an email?
$611 USD in 10 days
5.0 (22 reviews)
5.3
5.3
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"Hello Dear, Yes, I can work for you as per your project description with amazing exploration and experimental research abilities of mine organization is perfect for that you may require. My work fulfills as well as keep you returning consistently. It is because of the importance behind this field that I am confident & serious when taking these types of projects. Let me introduce with professionalism and skill that exists to supply the best. Regards"
$250 USD in 3 days
4.9 (25 reviews)
4.9
4.9
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Dear Sir, I have read all your details that you have mentioned. I have more than 4 years of experience in Data entry and fast typing (60+ speed without errors). I feel fit for your project because i can complete this project on time. please feel free to contact me. Thank you Regards Rajnish Kumar
$250 USD in 1 day
4.5 (15 reviews)
3.6
3.6
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hello,dear. I have read all your requirements for 'Basic workflow automation using addition of notes to Wunderlist, Basic Entry into Excel and Word, and Creating Files and Folders in my File Explorer' and I fully understood it. I am confident and I am sure that I am able to finish this project. Please come in contact with me, so that we can discuss any details via chat:) Skills: Data Entry, Excel, Microsoft, Windows Desktop, Word
$555 USD in 3 days
0.0 (0 reviews)
0.0
0.0
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HEELO ! I am a quick learner and a great team player. I read your job posting in detail and got the point what you wanted. That's why I am applying to your job. Indeed, I can finish your job on time with high quality. I am ready to start Thanks,
$444 USD in 2 days
0.0 (0 reviews)
0.0
0.0
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Hello, I'm an data entry and bookkeeper. I love data and I have a large portfolio of project built specifically on this platform. While I am certain there will be others who underbid me on this project.I can assure you several things. 1. I work extremely fast 2. I have a great experience in designing the data. 3. I am very committed to working and clear in the responsibility. I am fast learner and hardworking, dedicated to provide high quality work at reasonable rate Thank you and I look forward to the opportunity to work with you.
$300 USD in 10 days
5.0 (1 review)
0.0
0.0
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..... Relevant Skills and Experience .....
$555 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Sir i am new freelancer so there discount for you special and I assure u will get work on time I have experience of data entry story writing excel PowerPoint etc Relevant Skills and Experience Data entry Excel PowerPoint Program Blogs making I always ready for any work at any time
$555 USD in 40 days
0.0 (0 reviews)
0.0
0.0
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Hi, my name is Enrique. I am an Automation Developer and Consultor. I would like to participate in your project. Since this is a small project I will recommend to use Python 3.6 for the development to avoid the use of licences. This service include the next features: 1. Development 2. Testing and extensive handle exception. 3. Installation 4. User Tests After the development is ended I will give you 60 days of guarantee to fix any issues that might come. It is important that you understand that if the web page or the environment changes is possible that the Robot won't work properly. If that happens, I will be happy to diagnose and fix the problem. If you have any questions please don't hesitate to contact me. Thanks
$333 USD in 5 days
0.0 (0 reviews)
0.0
0.0
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Wanted to know the quantity of work need to do
$555 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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I'm interested in joining your project, as I am a young and motivated person and I'm willing to give all my attention and focus to complete this work. I will be glad to hear from you. Relevant Skills and Experience Thro my experience with my previous boss, I have to type and organize a 100 bill per day and make everything in its right place, so working with you will be much easier and I will be much helpful.
$555 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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im good in excel and typing.
$277 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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Good day, I will gladly assist on this task. Looking forward to hear from you. Regards, Emir Jasarevic
$555 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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I have extensive Data entry knowledge and I can complete my work within the best possible time. I work efficiently & quality is my top priority.
$277 USD in 10 days
0.0 (0 reviews)
0.0
0.0
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My qulity is making cliemts happy. Relevant Skills and Experience I have experianced on Ms,exell and powerpoint. And also conversion of pdf or jpj files to ms on time.
$277 USD in 5 days
0.0 (0 reviews)
0.0
0.0

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Flag of UNITED STATES
Bothell, United States
0.0
0
Member since Dec 3, 2018

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